Paraplanner

Behind every investment is a person with ambitions motivations and values. While we know that every client is unique they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments products and digital wealth management services to over 275000 investors in the UK. We built the business withinnovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Paraplanner at J.P. Morgan Personal Investing you will support our Financial Planners in delivering high-quality restricted financial advice to our clients. Youll be responsible for research analysis and the preparation of suitability reports ensuring all recommendations are compliant and aligned with JPM Invests investment philosophy and JP Morgans standards.

Our team is at the heart of this venture focused on getting smart ideas into the hands of our clients. Were looking for people who have a curious mindset thrive in collaborative teams and are passionate. By their nature our people are solution-oriented commercially savvy and have a head for fintech. We work in cross-disciplinary teams to focus on specific products projects and client journeys and youll have the opportunity to move between them.

Key Responsibilities

• Client Case Preparation:

• Gather and analyse client data from JPM Personal Investings digital platform and other sources.
• Conduct product and fund research within JPM Personal Investings restricted proposition.
• Prepare cash flow models and financial forecasts using JPM Personal Investings proprietary and industry-standard software.

• Report Writing:

• Draft clear accurate and compliant suitability reports tailored to JPM Personal Investings client base.
• Ensure all documentation meets FCA and JP Morgan standards.

• Technical Support:

• Provide technical support to Financial Planners including updates on regulatory changes product developments and digital tools.
• Assist in the development and refinement of digital advice processes and templates.

• Compliance & Administration:

• Maintain accurate client files and records in accordance with FCA and JP Morgan compliance requirements.
• Liaise with internal teams providers and third parties to obtain necessary information and quotations.

• Team Collaboration:

• Work closely with Financial Planners client services and technology teams to ensure a seamless digital client experience.
• Participate in team meetings and contribute to continuous improvement and innovation initiatives.

Required Qualifications Capabilities and Skills

• Previous experience as a Paraplanner or in a financial planning support role
• Strong understanding of UK financial services investment products and FCA regulations.
• Experience with digital advice platforms and financial planning software (e.g. Voyant Truth or similar).
• Excellent written and verbal communication skills.
• Attention to detail and strong analytical skills.
• Relevant qualifications (e.g. Level 4 Diploma in Financial Planning or working towards)

Preferred Qualifications Capabilities and Skills

• Professional ethical and client-focused approach.
• Tech-savvy adaptable and comfortable working in a fast-paced digital environment.
• Ability to work independently and collaboratively.
• Proactive organised and able to manage multiple tasks and deadlines.

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